Carroll Investors, Inc — 13F holdings

Carroll Investors, Inc reported 31 holdings worth $234M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $31.2M (13.3%)
2. NVDA NVIDIA CORPORATION — $27.9M (11.9%)
3. PLTR PALANTIR TECHNOLOGIES INC — $27.7M (11.8%)
4. TSLA TESLA INC — $25.2M (10.8%)
5. PANW PALO ALTO NETWORKS INC — $20.1M (8.6%)
6. VRT VERTIV HOLDINGS CO — $15.8M (6.7%)
7. AAPL APPLE INC — $15.8M (6.7%)
8. SNOW SNOWFLAKE INC — $15.5M (6.6%)
9. MSFT MICROSOFT CORP — $11.7M (5.0%)
10. COST COSTCO WHSL CORP NEW — $7.11M (3.0%)